Slide 1: Copyright ©2005,
1 2005 6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 2: Copyright ©2005,
2 05 6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 3: Copyright ©2005,
05/6 3 04/6 05/6 05/6 04/6 791 1,020 983 1,782 2,000 2,000 +24% +12% 711 970 933 1,579 1,920 1,920 +31% +22% 25 70 79 85 118 128 3.2 +51% 18 69 81 73 110 120 4.4 +65% 10 40 52 40 59 70 5.4 +77% FY04FHIRPRSN050221 Copyright ©2005,
Slide 4: Copyright ©2005,
4 1000 74 50 116 73 129 62 109 129 51 118 100 500 101 104 123 97 48 81 515 541 58 449 370 355 211 0 03/6 03/6 04/6 04/6 05/6 05/6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 5: IC TV 5G 6G
5 1000 121 +15% 800 50 4% 129 106 600 51 118 +28% 101 400 97 +21% IC 515 200 TV 355 5G 6G +45% 0 04/6 05/6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 6: z 6 7G z
6 25 05/6 20 20.6 19.6 21.6 z 5G 15 17.8 18.2 17.6 16.4 14.4 8.1 8.5 10 5.3 6.9 5.0 z 3.5 5 z 0 2.1 3.1 -5 02/6 03/6 04/6 05/6 25 05/6 20 21.3 z 6 7G 18.8 18.9 19.0 19.5 15 16.2 10 z 5 6.9 z 6.2 1.8 6.7 5.4 0 3.7 '00/6 '01/6 '02/6 '03/6 '04/6 '05/6 2 FY04FHIRPRSN050221 Copyright ©2005,
Slide 7: G 7 G G
7 100% 7G G 80% G G G 60% G 5G:1100 1300mm 40% G G 6G:1500 1850mm 7G 1870 2200mm 20% 8G 2100 2400mm G G G 0% '03/6 '04/6 05/6 05/6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 8: Copyright ©2005,
8 04/6 04/6 04/6 04/6 05/6 05/6 (( 1,174 1,174 1,369 1,369 1,569 1,569 200 200 122 122 179 179 234 234 55 55 536 536 664 664 641 641 23 23 436 436 472 472 590 590 118 118 29 29 30 30 31 31 11 53 53 27 27 76 76 49 49 22 22 22 00 612 612 638 638 681 681 43 43 452 452 463 463 479 479 16 16 179 179 207
Slide 9: CF CF CF
9 04/6 04/6 04/6 04/6 05/6 05/6 (( 945 945 1,043 1,043 1,231 1,231 188 188 351 351 502 502 590 590 88 88 407 348 335 13 CF CF 407 348 335 13 55 55 25 25 20 20 12 12 26 26 31 31 55 00 00 00 00 10 10 11 11 11 11 00 20 20 23 23 21 21 22 140 140 128 128 218 218 90 90 386 386 349 349 270 270 79 79 25 25
Slide 10: CF FCF CF
10 CF 201 139 141 131 96 100 103 62 52 55 25 56 26 36 -100 76 84 89 118 122 FCF 159 175 243 CF -300 800 80% 699 691 714 733 636 612 600 581 562 60% 534 43.6% 39.7% 387 04/6 400 35.1% 30.5% 32.5% 40% 29.0% 31.7% 25.0% 24.1% 124 22.0% 200 26.7% 29.0% 20% 05/6 23.7% 24.9% 90 0 0% '00/6 FY04FHIRPRSN0502
Slide 11: Copyright ©2005,
11 05 6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 12: Copyright ©2005,
05/6 12 FY04FHIRPRSN050221 Copyright ©2005,
Slide 13: Copyright ©2005,
13 1,200 01/6 02/6 03/6 04/6 05/6 1,000 800 600 991 983 1,017 400 821 780 791 698 632 586 492 200 0 01/6 01/6 02/6 02/6 03/6 03/6 04/6 04/6 05/6 05/6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 14: Copyright ©2005,
14 1200 1000 144 114 146 55 71 79 800 97 121 130 110 69 135 99 600 121 109 88 400 559 547 583 200 429 0 04/6 04/6 0/5 05/6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 15: Copyright ©2005,
15 01/6 02/6 03/6 04/6 05/6 1,000 800 600 874 903 400 833 820 695 599 610 616 498 200 418 0 01/6 01/6 02/6 02/6 03/6 03/6 04/6 04/6 05/6 05/6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 16: 6G 7G 6G EL
16 6G 7G 6G 7G EL EL FED SED LTPS LED RISE IC FY04FHIRPRSN050221 Copyright ©2005,
Slide 17: Copyright ©2005,
17 FY04FHIRPRSN050221 Copyright ©2005,
Slide 18: Copyright ©2005,
18 05 6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 19: EL Litrex
19 04 4 124 50 04/6 :29 05/6 21 74 04/6 04 12 90 55 05/6 :20 06/6 35 7 EL 20 05/6 Litrex 50 15 06/6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 20: Poly Si-TFT TV LTPS
20 Poly Si-TFT TV LTPS 7G EL PDP FED SED CVD FeRAM Si MEMS X FY04FHIRPRSN050221 Copyright ©2005,
Slide 21: VLSI
21 VLSI FPD Â PDP Â 100 FY04FHIRPRSN050221 Copyright ©2005,
Slide 22: CS
22 CS ULVAC70% * 12 65 * 9 57 2004 5 1 2005 8 *: 2005 2005 8 FY04FHIRPRSN050221 Copyright ©2005,
Slide 23: ULVAC60% ULVAC70%
23 05/1 05/1 ULVAC60% ULVAC70% * 3 130 * 9 160 *: 2005 FY04FHIRPRSN050221 Copyright ©2005,
Slide 24: PS Tech
24 PS Tech G 2005 3 2005 1 FY04FHIRPRSN050221 Copyright ©2005,
Slide 25: Copyright ©2005,
25 2005 5 2005 9 FY04FHIRPRSN050221 Copyright ©2005,
Slide 26: CIS
26 3 CIS 6,000 2005 2 FY04FHIRPRSN050221 Copyright ©2005,
Slide 27: Copyright ©2005,
27 05 6 FY04FHIRPRSN050221 Copyright ©2005,
Slide 28: Copyright ©2005,
2006 28 Â FY04FHIRPRSN050221 Copyright ©2005,
Slide 29: Copyright ©2005,
29 FY04FHIRPRSN050221 Copyright ©2005,
Slide 30: WSTS
30 25 50% 20 40% 15 30% 10 20% 5 10% 0 0% 91 92 93 94 95 96 97 98 99 '00 '01 '02 '03 '04 '05 '06 -5 -10% -10 -20% -15 -30% -20 -40% 2004 11 WSTS FY04FHIRPRSN050221 Copyright ©2005,
Slide 31: SEAJ
31 25,000 80% 60% 20,000 40% 15,000 20% 0% 10,000 -20% 5,000 -40% 0 -60% 93 94 95 96 97 98 99 '00 '01 '02 '03 '04 '05 '06 '07 :2005 1 SEAJ FY04FHIRPRSN050221 Copyright ©2005,
Slide 32: Si
32 Si Si  OCLI ÂOCLI   MEMS MEMS   FY04FHIRPRSN050221 Copyright ©2005,
Slide 33: Copyright ©2005,
33 Â FY04FHIRPRSN050221 Copyright ©2005,
Slide 34: FPD
FPD 34 OCLI 400 500 300 300 500 100 FY04FHIRPRSN050221 Copyright ©2005,
Slide 35: MEMS
MEMS 35 RF-MEMS 12,000 MEMS 10,000 D D 8,000 MEMS 6,000 MEMS ) 4,000 2,000 HDD 0 2001 2002 2003 2004 2005 2006 2003 3 FY04FHIRPRSN050221 Copyright ©2005,
Slide 36: MEMS
MEMS 36 2002 2005 MEMS systems 24B 38.1B MEMS components 3.35B 5.36B Materials& 1.03B 1.5B chemicals Front-end Equipment 240M 400M 2004 6 Yole Development FY04FHIRPRSN050221 Copyright ©2005,
Slide 37: LED
LED 37 80 LED 70 60 50 40 30 20 10 0 2004 12 FY04FHIRPRSN050221 Copyright ©2005,
Slide 38: FPD
FPD 38 FY04FHIRPRSN050221 Copyright ©2005,
Slide 39: FPD
FPD 39 LED VFD SAW FPD TFT PDP 5” 300mm FY04FHIRPRSN050221 Copyright ©2005,
Slide 40: .CS OEM
FPD 40 * .CS OEM CS MetaMode® *CS : FY04FHIRPRSN050221 Copyright ©2005,
Slide 41: MEMS IC FPD
41 1. 70 MEMS 2. 50 IC 3. *1 140 FPD 4.CS *2 OEM 440 *3 OEM *1 *2 *3 FY04FHIRPRSN050221 Copyright ©2005,
Slide 42: Copyright ©2005,
42 FY04FHIRPRSN050221 Copyright ©2005,